Berkshire Hathaway shifts U.S. stock holdings: $2.6B Delta stake, Alphabet up 224%

Berkshire Hathaway reported major changes to its U.S. equity portfolio under CEO Greg Abel, including a $2.6 billion position in Delta Air Lines and a 224% increase in Alphabet shares. The quarterly filing shows the Delta purchase totaled 39.8 million shares by the end of March, while Berkshire also cut Chevron, exited Amazon, and sold Mastercard and Visa. In early Monday trading, Delta and Macy's rose in premarket while Alphabet and Amazon dipped.